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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Ed Schultz who wrote (1322)3/30/1998 8:44:00 PM
From: Amsterdam  Read Replies (3) of 6974
 
Ed, I do believe you are right, 40 is in sight. Sadly I don't own any, but I am looking for a good opportunity to short. Hopefully the enthusiasm will become irrational exuberance. Sooner or later the Scop merger will contribute to an ugly quarter, it's just a matter of when. That doesn't mean Sebl's not a good long term investment, even great companies have a blowup quarter or two and then recover for the long haul. I just think that over the next 6 months, this looks like a better short than long.
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